Utilize Zapier to integrate your Lato CRM with your own CRM system. Automatically add new Lato contacts to your CRM and update them when changes occur. This synchronisation can work in both directions, ensuring that updates made in your CRM are reflected in Lato as well.

To begin using Zapier with Lato:

  1. Go to Settings > Integrations > Zapier

  2. Click on "Generate API key" (be sure to save the key somewhere safe)

  3. Click on "Show Zapier integrations"

  4. Choose "Sign up" if you don’t have a Zapier account; otherwise, select "Log in"

  5. Scroll down and select the CRM you would like to connect with Lato

  6. Choose the workflow that aligns with your requirements, or create your own

     

For additional information on how to use zapier, please refer to the Zapier documentation.